Meet the team

financial advisors

Welcome to our financial planning professionals page, showcasing the professionals who form the backbone of  Firstrust Financial Resources. Explore their headshots and contact details to connect with the experienced minds driving our commitment to financial excellence and client satisfaction.


Susan Boehm, CDFA®
VP, Financial Professional
P: 215-640-3871
E: sboehm@ffremail.com
CA License #0G32968
Wesley Burke
VP, Financial Professional

P: 215-640-3858
E: wburke@ffremail.com
CA License #0L09462

Shane Cameron
Financial Professional

P: 215-640-3841
E: shane.cameron@equitable.com

Ezra Crosby
Financial Professional

P: 212-749-5188
E: ezra.crosby@equitable.com

Ryan Crosby
Financial Professional

P: 267-428-4662
E: rcrosby@ffremail.com

Thomas Cuffari
Financial Professional

P: 215-554-4680
E: tcuffari@ffremail.com

Carson Curry
Financial Professional

P: 215-421-7383
E: ccurry@ffremail.com

Jeffrey D'Italia, MBA®
VP, Financial Professional

P: 215-640-3830
E: jditalia@ffremail.com

Peter Dluoik
Financial Professional

P: 856-938-9838
E: pdluoik@ffremail.com

Patrick Falkenstein
Financial Professional

P: 856-938-9838
E: patrick.falkenstein@equitable.com

Matthew Fiori
Financial Professional

P: 267-592-3580
E: mfiori@ffremail.com

Ryan Fuehrer
Financial Professional

P: 215-640-3840
E: rfuehrer@ffremail.com

Robert Gaines
Financial Professional

P: 215-640-3854
E: robert.gaines@ffremail.com
CA License #0L47965

Christopher Kwon, CFP®
VP, Financial Professional

P: 215-640-3847
E: ckwon@ffremail.com
CA License #0L07260

Dylan Lamborn, RICP®
Senior Financial Professional

P: 215-640-3836
E: dlamborn@ffremail.com

Jacob Long, CFP®, FSCP®
VP, Financial Professional

P: 215-640-3835
E: jlong@ffremail.com
CA License #0L71731

Steven Loos
Financial Professional

P: 215-569-3110
E: steven.loos@equitable.com

Demetrios Lowry
Financial Professional

P: 610-755-8054
E: dlowry@ffremail.com

Eric Markowitz
Senior Financial Professional

P: 215-640-3834
E: emarkowitz@ffremail.com

Pam Marler
Financial Professional

P: 215-660-4665
E: pmarler@ffremail.com

David Mebs
Financial Professional

P: 215-640-3867
E: dmebs@ffremail.com

Brad Minor
Financial Professional

P: 609-780-5509
E: brad.minor@equitable.com
CA License #4295818

Gregory Mugnier
Financial Professional

P: 267-307-0398
E: gmugnier@ffremail.com

Michael O'Brien
Financial Professional

P: 610-660-4067
E: mobrien@ffremail.com

Zach Padersky
Financial Professional

P: 215-640-3876
E: zpadersky@ffremail.com

Jerel Ruttenberg, MBA®
Special Needs Planner

P: 215-640-3837
E: jruttenberg@ffremail.com

John Skovira
Financial Professional

P: 215-660-4126
E: jskovira@ffremail.com

Jeffrey Slavich, ChSNC®
Senior Financial Professional

P: 215-640-3850
E: jslavich@ffremail.com
CA License #4346659

Brian Smith
VP, Financial Professional

P: 215-640-3832
E: bsmith@ffremail.com

William St. Clair
Financial Professional

P: 215-569-3110
E: william.stclair@equitable.com

Christian Surdykowski
Financial Professional

P: 215-776-5844
E: csurdykowski@ffremail.com

Omari Thomas
Senior Financial Professional

P: 215-640-3874
E: othomas@ffremail.com
CA License #4204680

Dominic Triglia
Financial Professional

P: 610-660-4000
E: dominic.triglia@equitable.com

Randy Watkins, RICP®
Financial Professional

P: 856-761-6519
E: rwatkins@ffremail.com

Brian Wells
VP, Financial Professional

P: 215-640-3839
E: bwells@ffremail.com

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